Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HTZ vs VSAT✓SelectedUSD · VSATHTZ vs VSAT performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs VSAT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-91.5%
VSAT return
+50.7%
Excess return
-142.1%
Maximum drawdown
-95.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVSATExcessAlpha
1D+1.3%+5.0%-3.7%+0.3%
7D+7.5%+11.8%-4.3%+5.0%
30D+47.4%-7.0%+54.5%+49.7%
3M-54.9%+3.3%-58.2%-56.2%
6M-47.0%+57.4%-104.4%-53.5%
YTD-55.3%+118.6%-173.8%-63.9%
1Y-57.6%+150.2%-207.9%-67.3%
3Y-86.6%+160.7%-247.3%-91.0%
5Y-86.1%+51.2%-137.3%-90.1%
All-91.5%+50.7%-142.1%-93.9%

Cumulative growth

Daily Returns

Daily percentage return beside VSAT.

Daily Out/Under-Performance

Portfolio return minus VSAT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.

Cumulative Out/Under-Performance

Relative wealth over all: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.

Cumulative Alpha

Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.

Updating return analytics…

all analysis · Full analysis span regression · 6 months rolling